Order Reference: reference number of the business partner to appear on the sales order

Payment Method: payment method of the business partner to appear on the sales order

Payment Terms: payment terms of the business partner to appear on the sales order

Price List: price list related to the business partner

Currency: currency related to the business partner

Warehouse: warehouse used to ship to the business partner

Set Project Type button: to select a project type in order to copy the phases and tasks from that particular project type to the multiphase project. Based on the durations of the phases and tasks in the project type, the starting date and end date on the multiphase project are overwritten.

Change Project Status button: to change the status of the project. The statuses of the multiphase project are:

Open: initial status, comparable with the status draft on other documents.

Order: status to indicate that the sales orders can be generated.

Order closed: final status of the project. When changed to this status, the Real End Date field information gets automatically populated with the system date. Once the project status is Order closed, the project can not be opened again.

Copy Details button: the project phase(s) and project task(s) information from another multiphase project is copied.

Project Phase

Define the invidual phases of this project.

The following fields are displayed in this tab:

Sequence Number: numbering of the entered lines. By default 10,20,30,..etc.

Name: name of the phase.

Product: product or service that is sold in the phase.

Quantity: quantity of the product to be sold in the phase.

Note: Above fields are copied from the Project Type if the Set Project Type functionality is used.

Net Unit Price: when filled out, this is the new unit price that will appear for the phase on the sales order, thus overwriting the price list net unit price.

Starting Date: planned starting date of the phase

Planned End Date: planned ending date of the phase

Note: Starting Date and Planned End Date of the phase are calculated based on the start date and the Standard Duration in Days defined in the Project Type if the Set Project type functionality is used.

Ending Date: actual ending date to be filled out manually. This date does not get populated when selecting and saving the Phase Complete checkbox.

Phase Complete checkbox: to set the phase to complete. In order to set the phase to Phase Complete, it is not mandatory that the task(s) related to this phase are set to complete first.

In the More Information section:

Price ceiling checkbox: discard

Contract Amount: discard

Sales Order: one the sales order for the phase has been created, the number appears in this field.

Create Sales Order from Project Phase button: to create a sales order upon completion of a phase. From the sales order a sales invoice is created to document that the customer has to pay for the executed work on the project.

Project Task

Define the individual tasks needed to complete this phase of the project.

The following fields are displayed in this tab:

Sequence Number: numbering of the entered lines. By default 10,20,30,..etc.

Name: name of the task

Product: product or service that is sold related to this task.

Quantity: quantity of the product to be sold for the task.

Note: Above fields are copied from the Project Type if the Set Project Type functionality is used.

Net Unit Price: when filled out, this is the new unit price that will appear for the task on the sales order, thus overwriting the price list net unit price.

Starting Date: planned starting date

Planned End Date: planned ending date

Note: Starting Date and Planned End Date of the task are calculated based on the start date and the Standard Duration in Days defined in the Project Type if the Set Project type functionality is used.

Ending Date: actual ending date to be filled out manually. This date does not get populated when selecting and saving the Task Complete checkbox.